Forced Patience (guests: Andy Constan, Paul Schulte)

1

Introduction

00:00 • 4min

2

How Did You Get the Job at Solleyi?

04:14 • 3min

3

The Stock Market Crash

06:54 • 3min

4

The Failure of Portfolio Insurance

09:37 • 2min

5

Is There a Removable Strategy for Portfolio Insurance?

12:05 • 2min

6

Convertible Bond Trading

14:32 • 2min

7

How Long Do You Stay at Salmon Brothers?

16:45 • 3min

8

Equity Derivatives

19:35 • 2min

9

Managing Equity Derivatives in 97 and 98

22:03 • 3min

10

What's It Like Being on the by Side?

25:04 • 3min

11

Bridgewater - I'm a Little Fascinated

28:18 • 2min

12

Bridgewater

30:18 • 3min

13

The Challenge for Ray and His Management Team

33:04 • 4min

14

Hedge Ones Managers - Is He Good at Generating Alpha?

36:46 • 1min

15

How Does Bridgewater M Manage Long Term Long-Term Hedge Funds?

38:08 • 3min

16

What's the Greatest Opportunity in Trading?

41:18 • 3min

17

Is This a One Off?

44:25 • 2min

18

What Do You Think Is Happening in the Bond Market?

46:51 • 3min

19

What's the Main Driver of the Stock Market?

49:30 • 3min

20

What's the End of the Taper?

52:23 • 3min

21

The Drum Beat Grown Loud, and the Market Friaked Out About It

55:21 • 3min

22

Quantitative Tightening Will Kill Inflation

58:03 • 3min

23

Is the Bond Market a Little Smarter Than the Stock Market?

01:01:20 • 3min

24

Is the Fed Going to Allow the Market to Fall?

01:04:10 • 3min

25

Wage Price Spiral

01:06:48 • 3min

26

Inflation Expectations Are No Longer Going Up

01:09:58 • 3min

27

Are Great Traders Investors or Investors Born or Made?

01:12:57 • 3min

28

Damp Spring Advisers

01:15:41 • 4min

29

Wake Surfing on Long Island

01:19:17 • 2min

30

The Evolution of Cryptocurrency

01:21:02 • 3min

31

Cryptocurrency Trading

01:23:53 • 3min

32

Why Should I Not Have Crypto, a Block Chain Based Digital Art?

01:26:27 • 5min

33

The Foundations of Block Chan

01:31:18 • 2min

34

Cryptocurrency

01:33:13 • 2min

35

Cryptocurrency

01:34:59 • 3min

36

Is the US Government a Competitors to the Dollar?

01:38:28 • 4min

37

Cryptocurrency Is Going to Be a Commodity, Not a 'Commodity'

01:42:36 • 4min

38

The Failure of Imagination

01:46:36 • 3min

39

Is Block Chain Banking the Next Big Thing?

01:49:44 • 5min

40

Is There a Triple Bottom at a Support?

01:55:09 • 5min

41

Bonds

02:00:29 • 4min

42

Is the Stock Market Going to Give a Ship?

02:04:22 • 5min

43

Is the Fed Going to React After a Five to Ten % Drop?

02:09:10 • 3min

44

Nasdak Stock Market

02:11:55 • 5min

45

The Consumers Staples Are Running Like This

02:16:46 • 4min

46

A Look at Real Rates and How They Are Behaving Right Now

02:20:47 • 4min

47

The Real Star of the Show, Lena

02:25:07 • 3min

48

The Longer Dated Option Ex Experience Less Burn Over the 14 Day Period?

02:27:57 • 5min

49

Biotex

02:32:43 • 2min

50

Is the Federal Reserve Ready to Buy Treasuries?

02:34:35 • 5min

51

The Marketa - A Brief Introduction

02:39:15 • 4min

52

Isne Chane for Nobody?

02:42:59 • 4min

53

Shake Shack in Houston, Texas

02:46:48 • 2min

54

A Christmas Dinner in New York City

02:48:30 • 6min